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Liquid Cooling

Liquid cooling replaces air with fluid to carry heat away from dense accelerator racks that air can no longer handle. It has moved from a niche technique to a requirement for new AI capacity.

9 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$965K -$668K 2 0.05% Reduced
402
FIM
Fruth Investment Management
Texas
$961K $0 1 0.41% Maintained
403
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$961K $0 1 0.05% Maintained
404
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$956K +$73.7K 1 0.01% Increased
405
SAM
Shell Asset Management
Netherlands
$954K +$98.5K 1 0.02% Increased
406
Panagora Asset Management
Panagora Asset Management
Massachusetts
$938K -$263K 1 0% Reduced
407
MLL
Moody Lynn & Lieberson
Massachusetts
$930K +$12.5K 1 0.1% Increased
408
Nordea Investment Management
Nordea Investment Management
Sweden
$920K +$184K 1 0% Increased
409
KIA
KCM Investment Advisors
California
$919K +$87.4K 1 0.05% Increased
410
DCM
Dupont Capital Management
Delaware
$915K -$802K 1 0.02% Reduced
411
BWM
BerganKDV Wealth Management
Minnesota
$906K +$10.2K 1 0.22% Increased
412
WBC
Westpac Banking Corp
Australia
$894K $0 1 0.02% Maintained
413
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$891K -$148K 1 0.01% Reduced
414
VIG
Vienna Insurance Group
Poland
$888K +$843K 1 0.53% New
415
FQ
First Quadrant
California
$879K $0 1 0.02% Maintained
416
ECM
Everence Capital Management
Indiana
$877K +$73.1K 1 0.19% Increased
417
MCIM
Meadow Creek Investment Management
Georgia
$877K -$299K 1 0.02% Reduced
418
DTL
Dynamic Technology Lab
Singapore
$869K -$989K 1 0.15% Reduced
419
Gofen & Glossberg
Gofen & Glossberg
Illinois
$858K -$47.9K 1 0.03% Reduced
420
NA
Neuburgh Advisers
California
$855K +$94.5K 1 0.03% Increased
421
TCM
Tradition Capital Management
New Jersey
$845K $0 1 0.23% Maintained
422
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$839K +$47.1K 1 0% Increased
423
Coldstream Capital Management
Coldstream Capital Management
Washington
$838K +$30K 1 0.09% Increased
424
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$836K -$247K 1 0.04% Reduced
425
Wolverine Trading
Wolverine Trading
Illinois
$827K +$785K 1 0% New